CCWM
Cassaday & Co Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
28,891
+1,009
| +4% | +$24.5K | 0.02% | 171 |
|
|
2025
Q1 | $707K | Sell |
27,882
-161
| -0.6% | -$4.08K | 0.02% | 157 |
|
|
2024
Q4 | $744K | Sell |
28,043
-5,467
| -16% | -$145K | 0.02% | 152 |
|
|
2024
Q3 | $970K | Sell |
33,510
-2,408
| -7% | -$69.7K | 0.03% | 116 |
|
|
2024
Q2 | $1M | Sell |
35,918
-3,891
| -10% | -$109K | 0.03% | 101 |
|
|
2024
Q1 | $1.1M | Buy |
39,809
+959
| +2% | +$26.6K | 0.04% | 93 |
|
|
2023
Q4 | $1.12M | Sell |
38,850
-5,839
| -13% | -$168K | 0.04% | 92 |
|
|
2023
Q3 | $1.48M | Buy |
44,689
+2,690
| +6% | +$89.2K | 0.06% | 67 |
|
|
2023
Q2 | $1.54M | Sell |
41,999
-3,289
| -7% | -$121K | 0.06% | 66 |
|
|
2023
Q1 | $1.85M | Buy |
45,288
+309
| +0.7% | +$12.6K | 0.08% | 53 |
|
|
2022
Q4 | $2.3M | Buy |
+44,979
| New | +$2.3M | 0.11% | 46 |
|